Lead or Contact — which does the agent create?

Configurable. Most teams have the agent create new inbound callers as Leads, then convert later. Known customers are managed as Contacts. The agent can look up both.

Can the agent create Opportunities?

Yes. When a caller qualifies based on your criteria, the agent creates an Opportunity in the right pipeline stage with amount, close date, and Contact association. Your assignment rules apply.

What can the agent look up during a call?

Contacts, Leads, Accounts — by phone, email, or name. It can also run SOQL queries against custom objects, so it can answer questions like “do we have an existing account at this company?” live.

How are call activities logged?

After every call, a Task is created on the associated record with the full summary, duration, outcome, sentiment, and recording URL. Activity types are set correctly so your dashboards stay accurate.

Does it respect our assignment rules?

Yes. New Leads route through your existing assignment rules just like any other inbound source. The agent doesn't override sales ops.

Home›Integrations›Salesforce

Native integration

Every inbound call, written into Salesforce.

Look up Contacts and Leads in real time. Create new records. Open Opportunities. Log Tasks and Events. Run SOQL queries. Your AI receptionist works the way your reps wish they did.

Start free trial See how it works

OAuth · enterprise-ready
Lead + Contact + Opportunity
SOQL queries supported
Activity timeline complete

Incoming call

RevSquared AI · Maria C. · (415) 555-0148

Salesforce· Leads · Maria Castellanos

Synced · just now

Maria Castellanos

Castellanos & Co · New inbound Lead

● Lead created · Opportunity opened

CompanyCastellanos & Co · Mid-market

SourceInbound call · Phone

Lead statusQualified · MQL

OwnerInside sales · Auto-assigned

new-leadqualifiedmid-marketinbound

Task created · Follow up within 24h · High priority

1 step

Live preview — call → Lead → Opportunity, in under 5 seconds

Built natively for

Salesforce

Sales Cloud + Service Cloud
Standard + custom objects
Lead routing + assignment rules
SOQL for advanced lookups

What syncs

From the call into Salesforce — every object populated.

Contacts, Leads, Opportunities, Tasks, Events — populated with the right fields, owners, and pipeline stages.

RevSquared · From the call

Caller name
Phone + email
Company
Qualification
Estimated value
Call summary
Booked follow-up
Custom answers

Salesforce · Into your org

Lead · First + Last
Lead · Phone + Email
Lead · Company
Opportunity · Stage
Opportunity · Amount
Task · Description
Event · Scheduled
Lead · Custom fields

How it flows

A call comes in. Salesforce updates in real time.

Five steps — every one observable in your activity timeline and reportable in dashboards.

01
Call comes in
Agent answers and starts identifying the caller — by phone match, email, or name.
02
Real-time SOQL lookup
Agent searches your Salesforce org for an existing Contact, Lead, or Account. Known callers get personalized handling.
03
Lead or Contact created
Unknown callers are created as Leads (or Contacts, depending on your config) with full detail captured on the call.
04
Opportunity for qualified
Qualified callers get an Opportunity in the right pipeline stage with amount, close date, and Contact association.
05
Task + activity logged
Every call ends with a Task on the record — full summary, sentiment, recording URL, outcome. Routes through your assignment rules.

What you get

Real Salesforce. Every object the agent touches.

Lead + Contact lookup

Real-time search by phone, email, or name. The agent knows who's calling before they finish saying hello.

Opportunity creation

Qualified callers get an Opportunity with the right stage, amount, and close date. Pipeline math stays clean.

Task + Event logging

Full call summary on a Task. Booked follow-ups land as Events tied to the right record.

SOQL queries

Advanced lookups against custom objects — the agent can answer “do we have an account here?” during the call.

Assignment rules

New Leads route through your existing assignment rules. The agent doesn't bypass your sales ops setup.

Custom fields

Anything the agent collects lands on the right custom field, on the right object, every time.

Why teams pick RevSquared for Salesforce

Enterprise-grade depth, agent-native speed.

OAuth

Connected sec'd app

Standard Salesforce OAuth flow with scoped permissions. Your security team will recognize it.

5 obj

Touched per call

Lead, Contact, Account, Opportunity, Task — the agent writes to all of them in a single flow.

SOQL

Real lookups

Not just push. The agent queries your org live for context — including custom objects.

Common questions

Everything else you'd want to know.

Configurable. Most teams have the agent create new inbound callers as Leads, then convert later. Known customers are managed as Contacts. The agent can look up both.